CODEWITHSUNDEEP
docusignapi
vik
vik

Reputation: 772

Using docusign EnvelopeViews: createSender as preview

createSender creates a URL, which I would like to use to let the sender preview the document before it's send out. Hence the documents are created using templates and and the API. The link which is created would lead me out of my UI. Does the user need to sign in? Future plan is to have many user's, which have no DocuSign account.

Upvotes: 0

Views: 374

Answers (2)

Larry K
Larry K

Reputation: 49114

The createSenderView requires that the person is a DocuSign user (with their own account and password).

Only DocuSign users can send. We charge for sending, not for signing or receiving.

What exactly do you want to preview? (And why?)

Added

Another solution is to use a dummy certified delivery "recipient". Add this recipient as the first recipient. This will block the envelope from proceeding on the recipient routing.

Then get the envelope's documents to show as a preview.

Then, if ok, alter the envelope's recipients to remove the certified delivery recipient. The envelope will then continue on with the first "real" recipient.

Upvotes: 0

Praveen Reddy
Praveen Reddy

Reputation: 7393

For embedded sending Your app will have to authenticate the user. If you are doing a Service Integration then your Api account will be used as the sender.

Once the sending url is generated using the createSenderView api, there is no authentication required to access the URL.

You also have an option to build a User Application using the docusign Api where your App can support sending from multiple accounts.

Upvotes: 1

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